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AKR Finestia

3.0.0

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Browse answers to the most frequently asked questions by users regarding the use of Finestia accounting software version 3.0.0. You will find detailed explanations on file management, Premium features, and compatibility. This guide helps you get the most out of the application on your Apple devices.

FAQ

How do I import transactions in CSV format?
Importing financial data is done directly from the main interface using the powerful CSV import module. Simply select the file provided by your bank for the application to process the transaction rows. You can then verify the assignment of amounts and validate their integration into the corresponding account.
Is it possible to export my financial reports to Excel?
Yes, the software supports data export in XLSX format. This feature allows you to generate complete tables usable in spreadsheet software such as Microsoft Excel or Numbers. You thus keep an external copy of your balance sheets for archiving or supplementary calculations.
How does multi-account management work?
Multi-account management allows you to create isolated spaces to separate your different financial activities. You can administer a personal checking account, investment portfolios, or a professional budget within the same interface. Each account retains its own history and statistics.
How do I automatically categorize my expenses?
Finestia incorporates a fully customizable category sorting system to structure all your financial flows. When entering or importing a transaction, you assign the corresponding category such as subscriptions, rent, or supplies. This allows you to obtain a precise breakdown of your expense items.
How do I track my subscriptions and recurring expenses?
The application offers automated tracking of monthly movements specifically designed for recurring flows. By configuring your subscriptions and fixed charges, the tool anticipates and automatically records scheduled money outflows. This helps you avoid oversights and maintains a clear view of your fixed commitments.
What is the difference between the free version and the Premium version?
The free version provides basic features to organize your daily accounting. The Premium version unlocks advanced tools for complete wealth management and more thorough traceability. Premium access is activated via an in-app purchase on the App Store or by logging into an AKR account holding a license.
How do I track personal budgets effectively on a Mac?
To establish rigorous tracking, start by registering all your bank accounts and import your recent history via CSV. Then define explicit categories for each type of expense and enter your recurring monthly forecasts. Use the visual dashboard to regularly check the gap between your forecasts and actual expenses.
How do I separate personal and professional accounting?
Compartmentalization is guaranteed by the multi-account feature, which completely isolates each entity's money flows. You should create a portfolio dedicated to professional operations and another for personal life. Each report or XLSX export generated will thus remain strictly confined to the selected account.
Does the application work without an internet connection?
All accounting processing, from transaction entry to statistical analysis, takes place locally on your Apple device. You do not need a permanent connection to consult your balance sheets or import your CSV files. A connection may be required only when validating in-app purchases or synchronizing your license via your account.
How do I get a visual analysis of my financial health?
The software features a detailed statistics page that centralizes all your accounting data in the form of charts. This dashboard allows you to visualize at a glance the evolution of your assets and the breakdown of your expenses. You can thus quickly identify your largest expense items.
How do I retrieve my Premium license on another Apple device?
If you already own a license attached to your AKR account, simply log in directly inside the application on the new device. You can also restore your in-app purchase directly from the app's App Store page. The Premium version will unlock immediately on the concerned device.
Is it possible to track complex accounting transactions?
Yes, Finestia includes a robust tool designed to offer rigorous traceability for every financial transaction. Whether for transfers between multiple accounts or tracking specific assets, the system maintains a detailed history. You thus maintain total control over the accuracy of your balance sheets.

This section presents the availability of the application across the entire range of Apple ecosystem devices. Discover development status for each platform, from macOS to mobile devices and connected wearables. Consult this information to know which equipment to use your software on.

Compatibility

Platform / ApplicationStatusNote
MacPartialComing soon (pending App Store approval)
iPhonePartialUnder development
iPadPartialUnder development
Apple WatchPartialUnder development
Apple Vision ProPartialUnder development

Compare key features of Finestia with other types of accounting solutions available on the market. This neutral comparison highlights the advantages of structured multi-account management and open file import/export. Make the right choice for your financial organization.

Comparison

CriterionAKR FinestiaAlternatives
Multi-Account Management and CompartmentalizationStrict and isolated separation of multiple personal or professional portfoliosOften limited to a single account or requiring subscriptions as optional add-ons
Data Import / ExportComplete and smooth support for standard CSV and XLSX formatsExport formats sometimes proprietary or restricted to advanced paid versions
Recurring Expense TrackingBuilt-in automated management for subscriptions and monthly movementsFrequent manual entry or simple reminders without accounting integration
Distribution Model and AccessAvailable exclusively on the Apple App Store with AKR license optionScattered distribution among web downloads, PWAs, or multiple stores
Visual Analysis and Balance SheetsDedicated page with detailed statistics and clear chartsDashboards sometimes complex or reserved for accounting experts
Categorization FlexibilityFully customizable category sorting systemImposed predefined categories with little modification freedom

Explore various use cases showing how this software meets the diverse needs of individuals, families, and freelancers. Whether to pilot a household budget, track subscriptions, or isolate professional accounts, discover concrete usage examples. Draw inspiration from these scenarios for your own management.

Use Cases

Daily Family Budget Management

Finestia allows households to centralize all their bank accounts to closely track household expenses. Thanks to customized categorization, identifying major expense items like groceries or leisure becomes very simple. Tracking recurring charges helps anticipate available balances at the end of the month.

Financial Management for Freelancers

Freelance professionals can use the tool to compartmentalize their professional activity from personal finances using multi-accounts. CSV imports simplify the retrieval of invoices and client payments. Exporting in XLSX format facilitates the transmission of accounting balance sheets to a certified public accountant.

Rigorous Tracking of Subscriptions and Recurring Services

For users combining numerous online services and monthly subscriptions, the application offers dedicated automation. Each scheduled debit is listed and factored into forecasted calculations. You thus maintain absolute control over the overall amount allocated to recurring services.

Management and Structuring of Multi-Asset Wealth

Savers wishing to track the evolution of their investments have a complex and precise accounting tool at their disposal. The solution allows tracking the traceability of every money movement between deposit accounts and investment portfolios. The statistics page offers an overview of the global asset distribution.

Transition and Migration from Another Accounting Tool

Individuals wishing to switch software can migrate their data easily using the CSV import module. There is no need to start from scratch: the complete transaction history is preserved and reorganized. Data is then cleaned and categorized according to your new rules.

Preparation of Financial Statements and Reports

When establishing annual financial summaries, the application allows gathering all flows in the form of reports. Generating XLSX files offers the freedom to rework numbers in a spreadsheet or print them out. You save time in preparing your administrative documents.